{"id":496117,"date":"2026-06-26T06:19:12","date_gmt":"2026-06-26T06:19:12","guid":{"rendered":"https:\/\/www.newsbeep.com\/nz\/496117\/"},"modified":"2026-06-26T06:19:12","modified_gmt":"2026-06-26T06:19:12","slug":"trends-shaping-the-next-era-of-financial-advice","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/nz\/496117\/","title":{"rendered":"Trends Shaping the Next Era of Financial Advice"},"content":{"rendered":"<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">This 1-hour webinar (CE credit eligible) will explore the trends, strategies and planning conversations shaping the next era of advice, from complex wealth and tax strategy to retirement, protection and values-based planning.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">SESSION 1<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">2:00-2:30 PM ET &#8211; The AI-Empowered Advisor: Identify and Act On Growth Opportunities Found in Every Client Conversation<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">A look at how AI can help advisors spot untapped opportunities, strengthen client relationships and move more quickly from insight to action.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">SESSION 2<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">2:30-3:00 PM ET &#8211; Risk, Protection, and the Modern Planning Conversation<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">See how protection planning is evolving into a more holistic conversation around resilience, preparedness and long-term financial security.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">\u00a0<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">CFP, CIMA\u00ae, CPWA\u00ae, CIMC\u00ae, RMA\u00ae, and AEP\u00ae CE Credits have been applied for and are pending approval. Get more information on CE Credits <a class=\"ContentText-BodyTextChunk ContentText-BodyTextChunk_link\" href=\"https:\/\/www.wealthmanagement.com\/professional-development\/continuing-education-ce-credits-for-wealth-management-webinars\" target=\"_self\" data-discover=\"true\" rel=\"nofollow noopener\">here<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"This 1-hour webinar (CE credit eligible) will explore the trends, strategies and planning conversations shaping the next era&hellip;\n","protected":false},"author":2,"featured_media":496118,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[138,246,111,139,69,244,245],"class_list":["post-496117","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-finance","tag-new-zealand","tag-newzealand","tag-nz","tag-personal-finance","tag-personalfinance"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/496117","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/comments?post=496117"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/496117\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media\/496118"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media?parent=496117"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/categories?post=496117"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/tags?post=496117"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}